“The steep falls and fluctuations in investments markets will have unnerved many investors this year. LV=’s Smoothed Managed Funds can be an invaluable component in retirement planning, as our unique smoothing mechanism has withstood market volatility for over ten years. Our new Trustee Investment Plan is a significant development because it means the funds can be held as an asset of any SIPP or SSAS.
Recent LV= research found that twice as many affluent savers are worried about the volatility of the stock market compared to the general public . We’re therefore delighted to be able to make our Smoothed Managed Fund more widely accessible for advisers to build in some volatility protection to a customer’s portfolio. The introduction of gradual smoothing on entry also means that new customers will benefit as they gradually build up their smoothed position right from the start of their investment.”